CGUS vs VONG overlap - what they share and where they differ

CGUS and VONG share 46.0% of their weight across 30 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

CGUS and VONG

46.0%

30 shared positions

CGUS

Capital Group Core Equity ETF

Reported positions cover 100% of the fund, 65 positions · May 31, 2026

Top 10: 45.1%·Holdings of CGUS

VONG

VANGUARD RUSSELL 1000 GROWTH INDEX FUND

Reported positions cover 100% of the fund, 311 positions · May 31, 2026

Top 10: 62.8%·Holdings of VONG

Reported positions cover CGUS 100%, VONG 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VONG vs CGUS side by side

CGUSCapital Group Core Equity ETF

65

stock positions reported to the SEC

37.4% of its weight is in 35 names VONG does not hold

VONGVANGUARD RUSSELL 1000 GROWTH INDEX FUND

311

stock positions reported to the SEC

31.6% of its weight is in 281 names CGUS does not hold

Where each fund's weight sits

CGUS
VONG
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
49.6%
66.5%
Consumer Cyclical
10.3%
12.5%
Healthcare
8.0%
6.6%
Financial Services
7.1%
4.7%
Industrials
4.6%
0.0%
Consumer Defensive
0.0%
2.3%

The widest gap is Technology: VONG has 16.8 points more of it.

The figures side by side

CGUSVONG
Filing dateMay 31, 2026May 31, 2026
Stock positions reported65311
Weight of the ten largest45.1%62.8%
Largest positionNVDA 6.9%NVDA 13.1%
Held alone35 positions, 37.4%281 positions, 31.6%
Covered by stock positions100%100%

Holdings they share

StockIn CGUSIn VONGCounted
NVDANVIDIA Corp6.85%13.07%6.85%
AVGOBroadcom Inc6.33%5.77%5.77%
MSFTMicrosoft Corp5.75%8.96%5.75%
GOOGLAlphabet Inc5.15%7.06%5.15%
AMZNAmazon.com Inc5.04%5.06%5.04%
METAMeta Platforms Inc3.79%3.19%3.19%
AAPLApple Inc2.76%11.95%2.76%
LLYEli Lilly & Co3.92%2.67%2.67%
MAMastercard Inc1.82%1.20%1.20%
NFLXNetflix Inc1.30%1.10%1.10%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in CGUS

CAPITAL GROUP CENTRAL CASH FUND2.89%
TSMTaiwan Semiconductor Manufacturing Co Ltd2.44%
STXSeagate Technology Holdings PLC2.11%
CSCOCisco Systems Inc1.95%
RTXRTX Corp1.95%
BTIBritish American Tobacco PLC1.87%
JPMORGAN CHASE & CO1.79%
BLKBlackrock Inc1.56%
LINLinde PLC1.34%
CNQCanadian Natural Resources Ltd1.33%

Only in VONG

TSLATesla Inc3.48%
AMDAdvanced Micro Devices Inc1.46%
COSTCostco Wholesale Corp1.28%
LRCXLam Research Corp1.20%
ORCLOracle Corp1.15%
PLTRPalantir Technologies Inc1.03%
GEVGE Vernova Inc0.79%
PANWPalo Alto Networks Inc0.68%
CRWDCrowdstrike Holdings Inc0.54%
ISRGIntuitive Surgical Inc0.45%

Questions people ask

Is CGUS the same as VONG?

46.0% of their weight sits in the same 30 holdings. CGUS also reports CAPITAL GROUP CENTRAL CASH FUND, TSM, STX, which the other does not. VONG also reports TSLA, AMD, COST, which the other does not.

How is the overlap between CGUS and VONG measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of CGUS and 100% of VONG, so the number cannot exceed the smaller coverage.

Which holds more, VONG or CGUS?

CGUS reports 65 stock positions and VONG reports 311. 37.4% of CGUS's weight sits in names VONG does not hold, and 31.6% of VONG's weight in names CGUS does not hold. The ten largest positions are 45.1% of CGUS and 62.8% of VONG.

How do CGUS and VONG differ by sector?

The widest gap is Technology: VONG has 16.8 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.